firm profile
Wealth Management Resources, Inc.
Overview
Wealth Management Resources, Inc. is an SEC registered investment adviser based in Smithfield, RI, registered since 1993. It reports $385M in assets under management across 1,508 accounts, with 9 employees. It has 6 investment adviser representatives.
- Reported AUM
- $385M
- Discretionary
- 95%
- Accounts
- 1,508
- Average account
- $255K
- Employees
- 9
- Advisory reps
- 6
- Registered since
- 1993
- Jurisdictions
- 13
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Commissions, Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 5
- Todd Michael Casazza President, Investment Advisor Representative, Registered Representative CRD 4425018
- Kevin R Worthley Executive Vice President, Secretary, Chief Compliance Officer CRD 4089865
- Arthur Clayton Everly Shareholder CRD 708891
2 more executive officers, with direct contact details
Advisory reps 3 of 6
- Todd Michael Casazza Registered Rep · Investment Adviser Rep CRD 4425018
- Christopher Dean DiPetrillo Investment Adviser Rep CRD 7350047
- Arthur Clayton Everly Insurance Agent · Investment Adviser Rep CRD 708891
3 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 28 Cedar Swamp Rd Ste One
Smithfield, RI 02917 - County
- Providence
- Metro area
- Providence-Warwick, RI-MA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 13 jurisdictions
- Website: wealthmanagers.com
Every state, with registration dates
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- Providence Equity Partners L.L.C.Providence, RI$24.1B AUM
- Nautic Partners, LLCProvidence, RI$14B AUM
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